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Technology Stocks : C-Cube -- Ignore unavailable to you. Want to Upgrade?

To: CPAMarty who wrote (33236)5/16/1998 9:14:00 PM
From: Don Dorsey  Respond to of 50808
 
CUBE could see triple digit growth in DVD and Alex B would still play down the numbers, and try to reduce expectations. He foolishly raised investor's expectations the first part of '97 for DVD, and is still feeling the wrath of those who blame him and the rest of CUBE management for money they have lost by buying the stock.

Certain events change people. The earnings warning 12 months ago changed CUBE's bravado, to a very cautious tone. My point is that we shouldn't believe all the DVD caution any more than we should have believed all the DVD hype.



To: CPAMarty who wrote (33236)5/17/1998 11:57:00 AM
From: John Rieman  Read Replies (4) | Respond to of 50808
 
Margins will improve in Q2. Revenue is expected to be lower. My question is, "why build inventory for the next Q, when you expect lower revenue?"

I think the build-up is Divicom equipment.


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